Description

Job Responsibilities:

  • Collaborate with the Manager, Finance Platform to understand automation, workflow, and integration requirements. Work closely with technical resources to decompose requirements into features and tasks, ensuring alignment with the team's objectives
  • Translate business requirements into detailed user stories, acceptance criteria, and technical specifications
  • Serve as the Product Owner for the team, owning and managing the backlog, prioritizing features, and ensuring timely delivery
  • Participate in sprint planning, grooming sessions, demos, and retrospectives to refine the backlog and improve team efficiency
  • Act as a liaison between business stakeholders and technical teams, ensuring clear communication and understanding of requirements
  • Conduct thorough analysis of existing finance technologies and processes to identify areas for improvement and optimization
  • Collaborate with cross-functional teams to implement finance technology solutions that drive business growth and efficiency
  • Provide sprint reporting to the Product Manager and Technical Program Managers to understand delivery and team velocity
  • Stay updated on industry trends and best practices in finance technology, bringing innovative ideas to the team
  • Support the vision and values of the company through role modeling and encouraging desired behaviors 
  • Participate in various company initiatives and projects as requested 

 

Skills and Qualifications:

  • Bachelor’s degree
  • 3+ years of experience as a Business Analyst, Product Owner, or similar role, preferably in finance, sales technology, or software development
  • Strong understanding of CRM systems (e.g., Salesforce, CPQ) and ERP systems (Oracle)
  • Excellent analytical and problem-solving skills, with a keen attention to detail
  • Proficiency in Agile methodologies, with experience in managing backlogs and sprint planning
  • Experience with Jira and Confluence including writing JQL and writing documentation
  • Hands-on experience in all stages of the product lifecycle
  • Ability to communicate effectively with technical and non-technical stakeholders
  • Experience with project management tools such as Asana
  • Proven experience in conducting SWAG-estimation with a cross-functional team as a part of the transition from Ideation to Refinement stage
  • Ability to thrive in a fast-paced and dynamic environment and manage multiple priorities effectively
  • Advanced experience in Google, Microsoft 365 Suite, or Aha!
  • Familiarity with SQL, APIs, and data integration concepts is a plus

Education

Bachelor's degree